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Name Holding Trade Value Shares
Change
Change in
Stake
T
1201
TOBAM
France
$69K
ADL
1202
Asset Dedication LLC
California
$68K
HDIM
1203
Hanson & Doremus Investment Management
Vermont
$65K -$6.38K -30 -9%
AWC
1204
Abundance Wealth Counselors
Pennsylvania
$64K +$63.8K +300 New
PWM
1205
Prentice Wealth Management
New York
$64K +$63.8K +300 New
PO
1206
Private Ocean
California
$62K -$9.15K -43 -13%
RFA
1207
Reilly Financial Advisors
California
$59K +$5.32K +25 +10%
ECM
1208
Estabrook Capital Management
New York
$58.9K
GRP
1209
Global Retirement Partners
California
$58K -$363K -1,707 -86%
WPA
1210
West Paces Advisors
Georgia
$57.8K -$4.68K -22 -8%
ACM
1211
Allred Capital Management
Texas
$57.2K +$56.8K +267 New
PFBT
1212
Parkside Financial Bank & Trust
Missouri
$57K -$3.62K -17 -6%
EFSCE
1213
Enterprise Financial Services Corp (EFSC)
Missouri
$55K -$1.28K -6 -2%
TI
1214
Truehand Inc
New Hampshire
$55K
TFM
1215
TFC Financial Management
Massachusetts
$54K -$5.11K -24 -9%
DI
1216
Disciplined Investments
Oklahoma
$54K
MAM
1217
Marquette Asset Management
Minnesota
$54K
TWM
1218
Tradition Wealth Management
Minnesota
$54K +$13.2K +62 +33%
FPS
1219
Fieldpoint Private Securities
Connecticut
$53K +$10.2K +48 +24%
GCGDR
1220
Geo Capital Gestora de Recursos
Brazil
$53K +$29.8K +140 +132%
PA
1221
Perennial Advisors
New York
$52K
TFO
1222
Tarbox Family Office
California
$48K
FRA
1223
Front Row Advisors
California
$47K
AP
1224
Arlington Partners
Alabama
$45K -$14.3K -67 -24%
CFO
1225
CVA Family Office
Colorado
$44K +$43.6K +205 New